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  • Nippon Life India Asset Management Ltd
  • Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Nippon India US Eq Opportunities Reg DP

Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

International EquityUS Equity

24.2334

NAV (May 06)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in us equity.

Click here to see our recommendations.

Us equity funds provides exposure to international markets and is suitable for investment objectives with duration specific to the fund category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

338 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Scheme Information

Investment Objective

The primary investment objective of Nippon India US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

2.67 %

Expense Ratio

Jul 23, 2015

Launched (6y ago)

₹ 338

AUM in Crores

INF204KA13G0

ISIN

No Lock-in

Lock-in

S&P 500 TR USD

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Anju Chhajer

Fund Manager

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Kinjal Desai

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

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About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 195,245 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

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  • tel-amc-about
    022-33031000
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    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 23,219 Cr

    Fund Size

    5.6%

    3Y returns

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 9,030 Cr

    Fund Size

    12.1%

    3Y returns

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 23,219 Cr

    Fund Size

    4.9%

    3Y returns

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Mid Cap

    Top Ranked

    ₹ 9,030 Cr

    Fund Size

    10.8%

    3Y returns

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Liquid

    Top Ranked

    ₹ 23,219 Cr

    Fund Size

    3.7%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

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    Debt Funds

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    About Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a us equity international equity fund and has delivered an annualised return of 16.6% over a period of 6 years .The fund was previously known as Nippon India US Eq Opportunities Reg DP.The fund is managed by Nippon Life India Asset Management Ltd.The fund managers are Anju Chhajer, Kinjal Desai

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    The primary investment objective of Nippon India US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Jul 23, 2015. The NAV (Net Asset Value) of this us equity international equity as of 2021-05-06 is ₹ 24.2334. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 337.242. The category risk of the Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.67 % as expense ratio.

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.4% in this asset class. The top three holdings of the fund are alphabet inc a,mastercard inc a and microsoft corp

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P 500 TR USD

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India US Equity Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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